The THE FORUM FINANCE GROUP is a privately held investment adviser that advises $2.34Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. THE FORUM FINANCE GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 40.35% over the last 5-years.
The Group has been registered with the SEC for 10.09 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at RUE DU RHONE 65, GENEVA, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 27 employees comprised of 19 investment and 8 non-investment staff. The total number of Employees increased by 22.73% over the last 5-years.
Their $2.34Bn in assets advised are owned by 2 private funds, 1 public fund and BDCs and 70 other accounts. Assets of High Net Worth Individuals clients own $1.4Bn or 59.78% of Total Assets and Insurance Companies own $403mn or 17.21% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 68.84% and 31.16% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Insurance Companies.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
THE FORUM FINANCE GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.